Turning Customer Data into Profits

with a Spreadsheet

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Simple CRM Workshop and Consulting

Turning CRM theory into practical customer
service and retention programs

Simple CRM is a new execution of the ideas driving CRM - sophisticated enough to give
impressive results, yet practical, easy to manage, and not disruptive
organizationally.

It combines Skip Liebman's Strategic
Service System for creating and delivering a customer culture with my
own High
ROI Customer Marketing Method. By integrating these two
action-based programs
on a common platform of results-oriented metrics, Simple
CRM was born.

Clients benefit at the bottom line from
improving customer service and marketing success while
maximizing ROI - without the business disruption and costs common to
CRM. The reason for this easy
implementation? Simple CRM is not software. It can
be implemented using resources you have in house, from spreadsheets to
simple DOS-based cash register systems, on up through GoldMine and
Act! to the more robust solutions used to run call centers. The
only requirement is the ability to capture customer transactions and
attribute them to a specific customer ID.

What is Simple CRM?

CRM Boiled Down to the Essential, Practical Elements

Measurement and Tracking of Customer Retention

Ensuring customer-centric policy and procedure

Action-oriented customer defection response mechanism

Ongoing customer retention "safety net" programs

Employee training on key customer-facing issues

Why is Simple CRM an Attractive Solution?

Generates Quick, Measurable Benefits with Low Risk

Implementation not Disruptive to Business

Computer Systems Agnostic

80% of the Benefits of "CRM" for 20% of the Cost

Can be used as a Low Cost "trial" or CRM Pilot
leading to a More Advanced Solution

Allows Measurement and Estimation of "True ROI"

How Does Simple CRM Work?

There are three stages to the Simple CRM Program:

Measure: evaluates current customer retention
situation, both with "hard numbers" economic analysis
and "soft numbers" review of policy and procedure

In Simple CRM,
marketing and customer service share the same set of
customer value and retention metrics, making evaluation and accountability for
customer value and retention a team effort.

Simple CRM is a business process optimization workshop customized to your
needs, delivered in short 2-day or 3-day segments over a 90-day
period. We teach you how to track, measure, and improve
customer retention, and provide you the tools for sustaining the
effort. Ongoing consulting is also available. Give us a call today to discuss how Simple CRM
can help you increase sales while reducing expenses.